Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast.  Stan shared the uniqueness of the Summit culture, embodying the same family and partnership values that it was founded on 41 years ago, and how the Summit ecosystem of tools, resources, and continuous collaboration amongst advisors and the support team, best serves clients and empowers growth. It is no wonder our advisors don’t leave!

Thank you to Tony and AdvisorHub, we look forward to speaking with you again!

Click here for the full segment and transcript.

RECENT INSIGHTS

February 5, 2024

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our...

READ MORE
January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform

READ MORE
January 10, 2024

Breaking away can result in higher take-home earnings and better tax treatment for advisors, and advantages for clients.

READ MORE